743.76 - 757.57
479.80 - 796.25
8.25M / 11.73M (Avg.)
27.40 | 27.58
Identifies how quickly the company is scaling its balance sheet (via acquisitions, expansions, or debt). Strong growth, accompanied by sound fundamentals, can support long-term intrinsic value—while disproportionate debt expansion or bloated intangible assets can signal elevated risk.
19.40%
Cash & equivalents growing 19.40% while TWLO's declined -23.27%. Peter Lynch would see this as a sign of superior liquidity management.
-1.42%
Short-term investments yoy growth below half of TWLO's 3.09%. Michael Burry might see potential liquidity risk. Investigate alternative capital uses or constraints.
4.95%
Below half of TWLO's -1.55%. Michael Burry might suspect a liquidity shortfall if there's no alternative capital plan.
24.05%
Receivables growth 1.25-1.5x TWLO's 17.44%. Martin Whitman would worry that the company may be booking revenue too aggressively.
No Data
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No Data
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6.68%
Below half of TWLO's -0.34%. Michael Burry could suspect a liquidity squeeze. Verify operational performance.
10.07%
0.75-0.9x TWLO's 11.80%. Bill Ackman questions if competitor invests more heavily in future capacity.
2.06%
Above 1.5x TWLO's 0.59%. Michael Burry warns of potential big write-downs if synergy fails.
4.81%
Less than half of TWLO's -0.95%. David Dodd sees relatively fewer intangible expansions. Possibly more tangible-driven.
2.18%
Above 1.5x TWLO's 0.33%. Michael Burry sees potential overpaying or intangible bubble risk. Check synergy assumptions.
No Data
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No Data
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8.61%
Less than half of TWLO's 33.27%. David Dodd sees fewer expansions in non-core assets. Possibly a simpler focus.
7.72%
≥ 1.5x TWLO's 1.56%. David Dodd sees significantly higher long-term asset buildup. Confirm synergy with strategy.
No Data
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7.20%
≥ 1.5x TWLO's 0.79%. David Dodd notes a larger balance sheet expansion. Confirm it's not overleveraged.
58.49%
1.1-1.25x TWLO's 50.68%. Bill Ackman wonders if the firm relies on extended payables to manage cash flow.
No Data
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No Data
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19.56%
≥ 1.5x TWLO's 1.33%. David Dodd sees stronger subscription/prepayment demand.
No Data
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12.94%
Similar yoy to TWLO's 14.33%. Walter Schloss sees parallel short-term liability strategies.
No Data
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No Data
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No Data
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-23.23%
Less than half of TWLO's 54.03%. David Dodd notes more conservative expansions in non-current obligations.
1.04%
Less than half of TWLO's 2.37%. David Dodd sees a more conservative approach to non-current liabilities.
No Data
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6.26%
1.1-1.25x TWLO's 5.50%. Bill Ackman questions if the firm is incurring more total obligations than competitor.
No Data
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11.86%
Below half TWLO's -15.35%. Michael Burry suspects major net losses or high dividends vs. competitor.
42.40%
Above 1.5x TWLO's 11.10%. Michael Burry sees a significant jump in intangible or market-based gains. Scrutinize risk of reversal.
No Data
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7.51%
Below half TWLO's -0.12%. Michael Burry sees potential underperformance in building shareholder capital.
7.20%
≥ 1.5x TWLO's 0.79%. David Dodd sees faster overall balance sheet growth than competitor.
-1.42%
Below half TWLO's 3.09%. Michael Burry suspects major underinvestment or forced divestment.
13.05%
Above 1.5x TWLO's 2.63%. Michael Burry sees a major jump. Investigate leverage rationale.
-27.87%
Less than half of TWLO's 31.83%. David Dodd sees better deleveraging or stronger cash buildup than competitor.
